Filed March 1, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,550 | $74,552-5.4% | $62,995+12.0% | $69,631+1.3% |
| Participation rate | 98.6% | 78.3%+20.3pp | 74.8%+23.8pp | 70.7%+27.9pp |
| Annual return | 15.07% | 15.77%-0.7pp | 87.57%-72.5pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $6,556 | $2,929+123.8% | $2,759+137.6% | $2,032+222.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $94 | $59+58.7% | $3,600-97.4% | $110-14.6% |